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Data Conversions For those that are planning on converting from the Legacy Spectrum application to Spectrum NG.

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Agenda How to prepare What are the phases What gets converted What is not converted and why What to do after each phase Question and Answer

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How to prepare If you choose to be Hosted (CSI will host the database) –Make sure that we have the data before the set conversion date. If you choose to be Deployed (You will host the database) –Make sure that the existing server and the new servers are accessible by the Conversion Specialist.

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How to prepare Ways to get the data to CSI Software: FTP Site (if your database is not too large) CD/DVD Portable Hard Drive (if very large) In all cases the database must be Archived and password protected.

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How to prepare Ask questions early and often.

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What are the phases Phase I – Test Conversion o All data except for credit cards and EFT information Phase II – Go Live o The setups will stay from the Phase I unless noted otherwise. o All members, Check-in, Transactions will be removed and reconverted. Phase III – Clean up and appending of data sense Go Live Conversion o All data from the Phase II will remain untouched and only new information will be pulled over. o Time for cleaning out any unwanted information.

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Why not? The main reason why most items are not converted is due to the advanced design of Spectrum NG.

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What to do after each phase Phase I o Set up Corporate Administrators o Look at the data that was converted o Make notes of anything that seems incorrect o Setup POS Keys o Test how the system works Phase II o Begin using Spectrum NG for real data. Phase III o Run reports to validate that everything you expect is in the NG.